RFP requirements template

Know what your HR system has to do before the demos.

42 requirements in 6 sections to select, weight and assign by department before the first vendor conversation. Keep what applies to your organization and drop the rest.

  • RFP templates
  • 42 requirements
  • Updated Oct 2026
  • Published Oct 2026
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About this template

A starting set of HCM and HRIS requirements for an organization replacing or consolidating its HR systems: 42 requirements in 6 sections, from the employee record and payroll to talent, reporting, integration and security.

It is written for HR, payroll and IT leaders who have to agree on one list before vendor demos shape it. Each section says why it matters; the rows are written to be scored, so every vendor answers the same question.

How to use it

Start with the sections, not the requirements. Decide which sections carry the most weight for your organization, then go through the rows in each one and drop what does not apply. A multi-country employer will weigh payroll and benefits and the core record heavily; a company whose problem is retention will put more weight on talent and performance and on reporting.

Put the same list to every vendor, in the same words, and ask for a score and evidence on each line. A requirement list only compares vendors fairly when every vendor answers the same questions. Olive's Requirements and Scoring and comparison pages show how the list becomes a scored comparison.

The employee record and what runs on it

These three sections cover the employee record, the payroll and benefits that depend on it, and the talent processes built on top. Get the record wrong and every downstream process inherits the error.

01

Core HR records

7 requirements

The employee record is the source of truth for every other system in the company. Position management, effective dating and self-service decide how much of HR's time goes to data entry.

  1. Employee master recordA single record per person covering personal, job, compensation and organizational data, with effective-dated history.
  2. Position and organization managementPositions, reporting lines and cost centers maintained separately from people, with vacancies and org charts generated from them.
  3. Employee and manager self-serviceEmployees update personal data and view pay and documents; managers approve changes and see their teams, on web and mobile.
  4. Onboarding and offboardingTask workflows for new hires and leavers across HR, IT and the manager, with forms and acknowledgements tracked.
  5. Document managementEmployee documents stored on the record with retention rules, e-signature and controlled access.
  6. Time off and absenceAccrual policies by group and country, requests and approvals, balances visible to employees and managers.
  7. Global and multi-entity supportMultiple legal entities and countries with local fields, languages and compliance data in one system.
02

Payroll and benefits

7 requirements

Payroll has to be right every time, and benefits enrollment is the moment most employees judge the HR system. Native or tightly integrated payroll decides how much reconciliation HR does each cycle.

  1. Payroll processingGross-to-net calculation for your countries and pay groups, either native or through a certified integration, with pre-run audit reports.
  2. Tax and statutory complianceTax tables, statutory filings and year-end forms maintained by the vendor for every jurisdiction you pay in.
  3. Benefits administrationPlan setup, eligibility rules, open enrollment and life events with carrier connections for enrollment data.
  4. Time and attendanceTime capture by clock, web or mobile, with schedules, overtime rules and approvals feeding payroll.
  5. Compensation managementSalary structures, merit and bonus cycles with budgets, manager worksheets and approval routing.
  6. Expense reimbursementEmployee expenses captured, approved and paid through payroll or the finance system.
  7. Payroll reporting and general ledgerPayroll registers, cost allocation and a general-ledger posting file that matches your chart of accounts.
03

Talent and performance

7 requirements

Hiring, reviews, goals and learning are where the system touches managers and candidates, not just HR. A good experience here is what makes the HR system part of how the company is run.

  1. Recruiting and applicant trackingRequisitions, job postings, candidate pipeline, interview scheduling and offers, with a branded career site.
  2. Performance reviewsConfigurable review cycles with self, manager and peer input, calibration and a history on the employee record.
  3. Goals and objectivesIndividual and team goals aligned to company objectives, updated through the year and visible in reviews.
  4. Learning managementCourse assignment, completion tracking and compliance training, native or through integration with the LMS in use.
  5. Succession and career planningTalent profiles, readiness ratings and succession plans for key positions.
  6. Engagement and feedbackPulse surveys and continuous feedback with results by team and trend over time.
  7. Skills and competenciesA skills framework attached to positions and people, used in recruiting, development and succession.

Insight, integration and control

These three sections cover what leadership and managers see, how the HR system feeds every other system in the company, and how employee data is protected. They determine whether HR data is trusted beyond HR.

04

Reporting and analytics

7 requirements

Headcount, turnover, pay equity and compliance reporting are asked for constantly. Self-service reporting on live, permission-aware data keeps HR from becoming a report desk.

  1. Standard HR reportsHeadcount, turnover, absence, compensation and diversity reports available as standard, filterable by organization and period.
  2. Self-service report builderHR and managers build reports across modules without developer help, respecting the viewer's permissions.
  3. DashboardsRole-based dashboards for executives, HR and managers, refreshed from live data.
  4. Point-in-time and trend reportingAny report as of a past date, and trends over time, from the effective-dated record.
  5. Compliance reportingStatutory and regulatory reports for your jurisdictions generated from the system.
  6. Predictive and workforce analyticsAttrition risk, workforce planning and scenario modeling, with the method explained.
  7. Data export and BI accessGoverned access for an external BI tool and scheduled exports of any report.
05

Integration

7 requirements

The HR system is the upstream source for identity, finance and dozens of other tools. Automated joiner, mover and leaver flows depend on integration that works without a ticket.

  1. Documented APIsPublic REST or equivalent APIs covering the employee, job and organization objects, with versioning and sandbox access.
  2. Identity provisioningAutomated account creation, changes and deactivation in the identity provider on hire, transfer and termination.
  3. Finance and general ledger integrationCost centers, payroll postings and headcount budgets synchronized with the finance system.
  4. Benefits carrier and payroll connectionsMaintained connections to benefits carriers and, where payroll is external, to the payroll provider.
  5. Pre-built connector catalogA published catalog of maintained connectors for recruiting, learning, background check and productivity tools.
  6. Event and webhook supportNotifications on record changes so downstream systems react without polling.
  7. Data migration toolsTemplates and validation for loading employee history, balances and documents at go-live.
06

Security and administration

7 requirements

Employee data is the most sensitive data most companies hold. Access by role and organization, a full audit trail and privacy tooling are prerequisites, not options.

  1. Role and organization-based accessPermissions by role scoped to organizations, locations or populations, down to the field.
  2. Single sign-on and MFASSO through your identity provider and multi-factor authentication enforced for every user.
  3. Audit trailA complete log of data and configuration changes with who, when and prior value, retained for the compliance period.
  4. Privacy and data residencyData stored in stated regions, retention and erasure tools for leavers, and the vendor's certifications current and shared.
  5. Business process configurationApproval workflows, notifications and business rules configured by HR administrators without code.
  6. Sandbox environmentsTest environments refreshed from production for configuration, integration and release testing.
  7. Data export and portabilityA complete export of your data in open formats at any time, including at contract end.

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